CFS Investment Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Sell |
12,199
-13,350
| -52% | -$618K | 0.05% | 218 |
|
|
2025
Q1 | $1.56M | Buy |
25,549
+858
| +3% | +$52.3K | 0.14% | 128 |
|
|
2024
Q4 | $1.4M | Sell |
24,691
-3,479
| -12% | -$197K | 0.13% | 132 |
|
|
2024
Q3 | $1.46M | Buy |
28,170
+3,662
| +15% | +$190K | 0.12% | 127 |
|
|
2024
Q2 | $1.02M | Buy |
+24,508
| New | +$1.02M | 0.08% | 142 |
|
|
2023
Q3 | – | Sell |
-14,280
| Closed | -$913K | – | 164 |
|
|
2023
Q2 | $913K | Buy |
+14,280
| New | +$913K | 0.12% | 125 |
|
|
2022
Q3 | – | Sell |
-7,603
| Closed | -$585K | – | 247 |
|
|
2022
Q2 | $585K | Sell |
7,603
-545,599
| -99% | -$42M | 0.09% | 155 |
|
|
2022
Q1 | $8K | Buy |
553,202
+545,568
| +7,147% | +$7.89K | 0.03% | 168 |
|
|
2021
Q4 | $495K | Buy |
7,634
+4,121
| +117% | +$267K | 0.07% | 164 |
|
|
2021
Q3 | $208K | Buy |
+3,513
| New | +$208K | 0.03% | 192 |
|